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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI Service code 19 1 FREEDOM VALLEY DR PO BOX 1100 · OAKS, PA 194561100 | Securities Custodian | $632,912 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $140,070 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 | Actuarial | $74,617 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $38,165 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $35,814 |
US BANK3+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $32,878 |
STEPHEN HORN INSURANCE SERVICES3+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $10,748 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 5.77% | 7.01%-1.2pp | 12.68%-6.9pp | 0.19%+5.6pp |
| Employer contribution / active EE | $8,604 | $12,638-31.9% | $22,860-62.4% | $13,763-37.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |